Avantax Planning Partners’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Hold |
2,172
| – | – | 0.02% | 255 |
|
|
2025
Q1 | $514K | Hold |
2,172
| – | – | 0.02% | 255 |
|
|
2024
Q4 | $510K | Buy |
2,172
+5
| +0.2% | +$1.17K | 0.02% | 258 |
|
|
2024
Q3 | $539K | Sell |
2,167
-109
| -5% | -$27.1K | 0.02% | 247 |
|
|
2024
Q2 | $489K | Hold |
2,276
| – | – | 0.02% | 288 |
|
|
2024
Q1 | $580K | Sell |
2,276
-50
| -2% | -$12.7K | 0.02% | 271 |
|
|
2023
Q4 | $550K | Sell |
2,326
-4
| -0.2% | -$946 | 0.02% | 228 |
|
|
2023
Q3 | $459K | Buy |
2,330
+1
| +0% | +$197 | 0.02% | 235 |
|
|
2023
Q2 | $528K | Buy |
2,329
+12
| +0.5% | +$2.72K | 0.02% | 229 |
|
|
2023
Q1 | $491K | Hold |
2,317
| – | – | 0.02% | 234 |
|
|
2022
Q4 | $571K | Sell |
2,317
-14
| -0.6% | -$3.45K | 0.02% | 224 |
|
|
2022
Q3 | $489K | Sell |
2,331
-3
| -0.1% | -$629 | 0.02% | 224 |
|
|
2022
Q2 | $530K | Sell |
2,334
-49
| -2% | -$11.1K | 0.02% | 211 |
|
|
2022
Q1 | $680K | Sell |
2,383
-29
| -1% | -$8.28K | 0.03% | 198 |
|
|
2021
Q4 | $718K | Sell |
2,412
-352
| -13% | -$105K | 0.03% | 188 |
|
|
2021
Q3 | $661K | Hold |
2,764
| – | – | 0.03% | 175 |
|
|
2021
Q2 | $734K | Buy |
2,764
+17
| +0.6% | +$4.51K | 0.03% | 163 |
|
|
2021
Q1 | $738K | Sell |
2,747
-4
| -0.1% | -$1.08K | 0.04% | 157 |
|
|
2020
Q4 | $654K | Sell |
2,751
-335
| -11% | -$79.6K | 0.03% | 158 |
|
|
2020
Q3 | $660K | Sell |
3,086
-260
| -8% | -$55.6K | 0.03% | 159 |
|
|
2020
Q2 | $587K | Hold |
3,346
| – | – | 0.03% | 161 |
|
|
2020
Q1 | $489K | Sell |
3,346
-5
| -0.1% | -$731 | 0.03% | 156 |
|
|
2019
Q4 | $651K | Buy |
3,351
+132
| +4% | +$25.6K | 0.04% | 143 |
|
|
2019
Q3 | $578K | Hold |
3,219
| – | – | 0.04% | 151 |
|
|
2019
Q2 | $640K | Buy |
3,219
+10
| +0.3% | +$1.99K | 0.04% | 142 |
|
|
2019
Q1 | $600K | Buy |
+3,209
| New | +$600K | 0.04% | 147 |
|
|
2018
Q4 | – | Sell |
-1,044
| Closed | -$188K | – | 887 |
|
|
2018
Q3 | $188K | Buy |
+1,044
| New | +$188K | 0.02% | 246 |
|
|
2018
Q2 | – | Sell |
-1,148
| Closed | -$156K | – | 1036 |
|
|
2018
Q1 | $156K | Sell |
1,148
-269
| -19% | -$36.6K | 0.01% | 333 |
|
|
2017
Q4 | $205K | Sell |
1,417
-3,506
| -71% | -$507K | 0.02% | 290 |
|
|
2017
Q3 | $651K | Buy |
4,923
+818
| +20% | +$108K | 0.05% | 169 |
|
|
2017
Q2 | $500K | Sell |
4,105
-168
| -4% | -$20.5K | 0.04% | 193 |
|
|
2017
Q1 | $478K | Sell |
4,273
-338
| -7% | -$37.8K | 0.04% | 185 |
|
|
2016
Q4 | $498K | Buy |
+4,611
| New | +$498K | 0.05% | 163 |
|